Reviews

Both my husband and I are first-borns and were designated to settle the estates of our respective parents. Wendy not only helped us navigate the “legalese” of what needed to be done respectively and quickly but also helped us set up our own Trust. She even went so far to meet with our daughter (at our request) who was visiting from out of state which gave us peace of mind that she will be in good hands when our time comes.

I work with seniors in transition and on estate cases. I have worked with many different estate planning attorneys, and with Wendy on several cases. I have never seen an attorney who works so hard. She is absolutely committed to her clients, does what is right for them even at her own expense. When I ask her complicated questions she either knows the answer, or knows how to get it quickly. I cannot recommend Wendy strongly enough!

She created a revocable trust which meets my needs and protects my family in the future. She explained why my out-of-state rental property should be in the trust. She is very thorough and handled other legal documents that I hadn't even considered until she explained how important they are in the full picture.

Consulted with this attorney regarding how a revocable trust and life insurance blend together for the sake of beneficiaries. She thoroughly explained the process for protecting the trust beneficiaries; her explanation was clear, concise and helpful!